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Using the apps

Add contacts

Save company and personal contacts so you can find and call people quickly. Company contacts are shared with your team; personal contacts are only for you.

Desktop and web app

Add a new contact

  1. Go to Contacts in the side panel.
  2. Choose Personal Contacts or Company Contacts from the drop-down menu.
  3. Click Add in the top-left corner.
  4. Fill in the contact’s details.
  5. Under Number, click Add, choose the number type and enter the number. Repeat for each number.
  6. Add an address if you need one, then click Save.

Add a contact from your call logs

  1. Go to Call Logs and right-click the call.
  2. To create a new contact, click Add New Contact. Choose Personal Contacts or Company Contacts in the Add to list, fill in the details and click Save.
  3. To add the number to someone you already have, click Add to Existing Contact, find the contact and click Confirm. Check the number type, then click Save.

Mobile app

Add a new contact

  1. Go to Directory > Contacts and tap the add button in the top-right corner.
  2. Enter the contact’s details.
  3. Under Add to, choose Personal Contacts or Company Contacts, and the phonebook to save it in.
  4. Optional: add a short note in Remark.
  5. Tap save in the top-right corner.

Copy a company contact to your personal contacts

  1. Go to Directory > Contacts.
  2. In the top-left corner, choose Company Contacts, or the phonebook the contact is in.
  3. Tap the contact, then tap Add to Personal Contacts.

Save a contact from your phone

  1. Go to Directory > Phone and tap the contact.
  2. Tap Add to Contacts.
  3. Check the details, choose Personal Contacts or Company Contacts under Add to, then tap save.

Save a number from your call history

  1. Go to Calls > Call Logs and tap the details button beside the call.
  2. Choose Add to Contacts.
  3. Tap New Contact to create a contact, or Add to Existing Contact to add the number to someone you already have, then save.

If you choose Add to Phone instead, the contact is saved in your mobile’s own contacts.

Need a hand?

Call 1800 256 830 or email support@cloudline.com.au and we will walk you through it.

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